AI that crunches the numbers while you advise the clients
Bookkeeping, BAS prep, client reporting, and compliance. AI handles the repetitive work so your team can focus on advisory.
What your AI agent does for finance & accounting
Real workflows built by operators in your industry. Ready to deploy in your first week.
Automated Bookkeeping
AI categorises transactions, reconciles accounts, and flags anomalies across client files.
Before
Hours of manual data entry, miscategorised transactions, month-end scramble
After Open Operator
Transactions auto-categorised with 95%+ accuracy, anomalies flagged before review
BAS & Compliance Prep
AI pre-fills BAS worksheets, identifies missing invoices, and checks for common errors.
Before
Last-minute BAS lodgements, missing source documents, ATO penalties
After Open Operator
BAS ready a week early, missing items flagged automatically, clean lodgement every quarter
Client Reporting
Generate monthly dashboards, cash flow summaries, and KPI reports for every client.
Before
Manual Excel reports, inconsistent formatting, clients chasing you for updates
After Open Operator
Branded reports generated automatically, clients get insights on schedule
Engagement Letters & Onboarding
AI drafts engagement letters, collects client information, and sets up file structures.
Before
Copy-pasting old engagement letters, missing critical clauses, slow onboarding
After Open Operator
Tailored engagement letters in minutes, onboarding checklist tracked automatically
Ready to put AI to work in finance & accounting?
Fast-track your way to your own AI agent with live guidance from operators in your industry.